Holdings
Sector Analysis
Hold
The speaker evaluates the performance of the holding sector, the general impact of profit-taking, and the sector's reactions to market movements.
Baki Atılan
BloombergHT
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Coverage, strength, recency, conviction and momentum.
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Newest calls at the top.
The speaker evaluates the performance of the holding sector, the general impact of profit-taking, and the sector's reactions to market movements.
The speaker examines that holdings are trading at historical discounts and the re-rating process driven by their bank subsidiaries.
The speaker evaluates that holdings will find relief on the financing side and activity will increase with the expectation of decreasing costs in their credit pools.
The speaker evaluates the performance of the holding sector, the general impact of profit-taking, and the sector's reactions to market movements.
The speaker examines that holdings are trading at historical discounts and the re-rating process driven by their bank subsidiaries.
The speaker evaluates that holdings will find relief on the financing side and activity will increase with the expectation of decreasing costs in their credit pools.